Sarah Peter

Most of my clients are corporate professionals and families between 30 and 55 who have built a successful career and are starting to ask a different question: what should that success actually make possible? Sometimes the answer is stepping away for a while to care for a child or a parent. Sometimes it is a sabbatical, a pivot into a different field, or a business of their own. Sometimes it is staying exactly where they are and continuing to work because they want to, not because they have to. Different answers, same work underneath: figuring out what your version would require, and building toward it on purpose rather than by default. That work usually starts at a specific moment. Equity comp that quietly became a concentrated position. A promotion that changed the tax picture and the hours. A package with a short window on it. A parent who needs help the same year tuition starts. Those decisions either build optionality or spend it, and most get made in the first ninety days without anyone pricing the tradeoff. I spent more than two decades in wealth management at large banks before starting Present Day. I am working through a version of this myself: raising a family, helping parents, and deciding what comes after a long corporate chapter. I hold the CFP® certification, studied economics and psychology at UNC–Chapel Hill, and have an MBA from Duke. You can hire me for planning and advice, have me manage the investments, or take what we build and implement it yourself. There is no investable-asset minimum. Fees are flat-dollar or asset-based and disclosed in writing before any engagement begins.

Nick built Greenway Wealth to solve a specific problem: high-earning professionals had incredibly complex financial lives, but the traditional advisory industry was only offering them generic, fragmented advice, or sales focused product pitches. He serves as the visionary behind the firm’s "Personal CFO" model, designing the overarching wealth and tax strategies that convert high-velocity income into permanent independence. Before founding Greenway in 2018, Nick honed his institutional investment expertise at Vanguard and later opened the Charlotte office for a California-based independent advisory firm. A proud graduate of Miami University, he earned his CFP® certification in 2010. Outside the office, Nick is deeply embedded in the Charlotte community. He has volunteered at Brookstone School and served on the Family Advisory Council at Levine Children’s Hospital. In the early morning hours, you might find him roaming the streets of Charlotte with the men of F3 Nation. Ask Me About: -Bay Area sports -My early morning workouts with F3 -Where to find the best nacho in Charlotte

Brice Oldham is a CFP®, CFA®, and holds a Series 66 license with 21 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has prior experience at LPL Financial, Carroll Financial Associates, and Cetera Advisor Networks. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting services through a combination of active and passive investment strategies overseen by an internal Investment Committee.

Ian McCann is a financial advisor at Raymond James & Associates in Charlotte, NC. Raymond James & Associates provides financial planning and investment consulting to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships, and it maintains notable public finance and municipal services alongside its retail advisory offerings.

Taysha Hogarth is a financial advisor at Merrill in Charlotte, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, she worked at Chen Med and the Stephen C.O Connell Center. Outside of her advisory role, she operates an online retail platform as an independent seller. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services using model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers investment approaches constructed by internal and third-party teams and supports customized portfolio implementation and trading.

Andrew Driscoll is a financial advisor at Lake Effect Wealth LLC in Charlotte, NC, holding a Series 65 designation with six years of industry experience. He previously worked at Grandview Analytics from 2015 to 2019 before founding Lake Effect Wealth, where he has been the sole advisor since 2019. Lake Effect Wealth serves individuals, including high-net-worth clients, as well as corporations and businesses, offering discretionary portfolio management alongside project-based and comprehensive financial planning. The firm employs a passive investment strategy based on Modern Portfolio Theory, incorporating low-turnover, tax-aware portfolio construction, and distinguishes itself by providing business planning and employee benefits optimization services uncommon among independent solo advisers.